Investment Banking Analyst - Tech & Services

About the Role:

At Baird, our Investment Bankers are dedicated to excellence and quality, fostering a team-oriented environment that leads to outstanding results and employee fulfillment. We are seeking an Investment Banking Analyst in the Tech & Services sector to support growth. This role requires a motivated individual with sell-side experience. Our Global Investment Banking division provides M&A, debt advisory, and financing services to middle-market companies.

As a Baird Investment Banker, you'll work on high-profile transactions, gaining insights across various sectors while contributing to our clients' long-term success.

• Demonstrate strong commercial judgment and market awareness, with a deep understanding of the investment banking landscape, key industry trends, and client priorities
• Analyze complex financial statements and business performance metrics to identify opportunities, risks, and key value drivers
• Handle, review, and synthesise large volumes of data, identifying and clearly articulating the patterns, trends, inconsistencies, and opportunities that inform the team’s analysis and recommendations
• Build and maintain sophisticated financial models, including valuation, merger consequences, LBO, and operating models to support strategic advice and transaction execution
• Review a range of business models and key performance metrics to help build a compelling investment case and equity story, and prepare clear, concise, and compelling written materials, including client communications, transaction documentation
• Support the execution of live transactions across M&A, capital raising, and strategic advisory engagements working directly with senior bankers, C-suite and management teams, and third-party advisers
• Develop high-quality client presentations and marketing materials that communicate complex financial and strategic concepts with clarity and impact
• Maintain a strong understanding of global capital markets, equity performance, and broader economic trends to inform client discussions and transaction strategy
• Work on cross-border and multi-market transactions, drawing on Baird’s international platform and global reach to advise clients well beyond a single regional market
• Conduct in-depth company, industry, and market research using leading investment banking databases and proprietary resources to generate insights and support client recommendations

• A bachelor’s degree (or equivalent), ideally in a numerate, business, or related discipline
• 1-2 years of experience in Investment Banking (sell-side M&A, corporate finance, or transaction services)
• A genuine interest in, and working knowledge of, the Technology & Services sector; prior sector-coverage experience is a plus
• A strong academic record and interest in finance and capital markets
• A solid work ethic, teamwork skills, and self-direction
• Excellent quantitative, writing, and verbal communication
• Strong data-analysis skills, with the ability to handle, review, and synthesise large volumes of information to identify patterns, trends, and outliers
• Strong organisational skills, exceptional attention to detail, and the ability to manage multiple priorities
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with financial databases (e.g. Capital IQ, Pitch Book, Mergermarket) is an advantage
• Fluency in English; additional European languages an advantage
• A genuine drive to win and a strong commitment to internal and external client service
• The ability to adapt quickly to new tasks and thrive under changing priorities